Compare · NET vs YOU
NET vs YOU
Side-by-side comparison of Cloudflare Inc. (NET) and Clear Secure Inc. (YOU): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both NET and YOU operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
- NET is the larger of the two at $98.14B, about 13.1x YOU ($7.49B).
- Over the past year, NET is up 40.7% and YOU is up 84.6% - YOU leads by 43.8 points.
- NET has been more active in the news (31 items in the past 4 weeks vs 17 for YOU).
- NET has more recent analyst coverage (25 ratings vs 23 for YOU).
- Company
- Cloudflare Inc.
- Clear Secure Inc.
- Price
- $277.63+1.93%
- $56.03+3.06%
- Market cap
- $98.14B
- $7.49B
- 1M return
- +20.23%
- +6.21%
- 1Y return
- +40.72%
- +84.57%
- Industry
- Computer Software: Prepackaged Software
- Computer Software: Prepackaged Software
- Exchange
- NYSE
- NYSE
- IPO
- 2019
- 2021
- News (4w)
- 31
- 17
- Recent ratings
- 25
- 23
Cloudflare Inc.
CloudFlare, Inc. operates a cloud platform that delivers a range of network services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and Internet of Things (IoT) devices. Its security products comprise cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection, and rate limiting products. The company also offers performance solutions, which include content delivery, intelligent routing, and mobile software development kit, as well as content, mobile, and image optimization solutions. In addition, it provides reliability solutions comprising load balancing, anycast network, virtual backbone, DNS, DNS resolver, and always online solutions that enhances Internet experience and allows customers to run their digital operations efficiently. Further, the company provides Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to Cloudflare's network; and filters, which are the products that protect, inspect, and privilege data. Additionally, it offers developer-based solutions, such as serverless computing/programmable network, website development, domain registration, Cloudflare apps, and analytics; Consumer DNS Resolver, a consumer application to browse the Internet; and Consumer VPN for consumers designed to secure and accelerate traffic on mobile devices. The company serves customers in technology, healthcare, financial services, consumer and retail, and non-profit industries, as well as government. It has a strategic agreement with Baidu, Inc. and JD Cloud & AI. CloudFlare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.
Clear Secure Inc.
Clear Secure, Inc. focuses on operating as a holding company for Alclear Holdings LLC that provides a member-centric secure identity platform using biometric data in the United States. The company's secure identity platform uses biometrics to automate the identity verification process through CLEAR lanes in airports. Its secure identity platform is a multi-layered infrastructure consisting of front-end, including enrollment, verification, and linking; and robust, secure, and scalable back-end. The company also offers CLEAR Plus, a consumer aviation subscription service, which enables access to predictable and fast experiences through entry lanes in airport security checkpoints across the nation, as well as a broader network; CLEAR app, a consumer-facing digital product that facilitates new user enrollment and member engagement from their mobile device; and CLEAR Pass for CBP Mobile Passport Control, a mobile app that enables digital submission of U.S. Customs and Border Protection forms and U.S. entry through the mobile passport control lane. Clear Secure, Inc. was incorporated in 2021 and is headquartered in New York, New York.
Latest NET
- Chief Financial Officer Seifert Thomas J covered exercise/tax liability with 2,943 shares, converted options into 10,000 shares and sold $2,769,195 worth of shares (10,000 units at $276.92) as part of a pre-agreed trading plan, decreasing direct ownership by 3% to 113,790 units (SEC Form 4)
- SEC Form 144 filed by Cloudflare Inc.
- Ottawa Just Picked This Small Canadian Company to Represent Its Quantum Technology in Europe
- SEC Form 4 filed by President and Board Co-Chair Zatlyn Michelle
- President and Board Co-Chair Zatlyn Michelle converted options into 99,064 shares and sold $27,419,061 worth of shares (99,064 units at $276.78) as part of a pre-agreed trading plan (SEC Form 4)
- Cloudflare Announces Date of Second Quarter 2026 Financial Results
- Cloudflare Introduces Precursor; One-Click Behavioral Defense Against Modern Bots
- Director Ledbetter Carl sold $1,340,547 worth of shares (5,000 units at $268.11) as part of a pre-agreed trading plan (SEC Form 4)
- Cloudflare Announces Research Pilot with OpenAI
- Director Graham-Cumming John exercised 2,520 shares at a strike of $44.72 and sold $623,156 worth of shares (2,520 units at $247.28) as part of a pre-agreed trading plan (SEC Form 4)
Latest YOU
- Chief Executive Officer Seidman Becker Caryn sold $1,532,289 worth of shares (28,603 units at $53.57) as part of a pre-agreed trading plan, returned 28,603 units of Class C Common Stock to the company and was granted 28,603 shares (SEC Form 4)
- Director Alclear Investments, Llc sold $1,532,289 worth of shares (28,603 units at $53.57) as part of a pre-agreed trading plan, returned 28,603 units of Class C Common Stock to the company and was granted 28,603 shares (SEC Form 4)
- Chief Executive Officer Seidman Becker Caryn sold $6,442,176 worth of shares (120,640 units at $53.40) as part of a pre-agreed trading plan, returned 120,640 units of Class C Common Stock to the company and was granted 120,640 shares (SEC Form 4)
- Director Alclear Investments, Llc sold $6,442,176 worth of shares (120,640 units at $53.40) as part of a pre-agreed trading plan, returned 120,640 units of Class C Common Stock to the company and was granted 120,640 shares (SEC Form 4)
- Chief Executive Officer Seidman Becker Caryn returned 100,757 units of Class C Common Stock to the company, was granted 100,757 shares and sold $5,382,859 worth of shares (100,757 units at $53.42) as part of a pre-agreed trading plan (SEC Form 4)
- Director Alclear Investments, Llc sold $5,382,859 worth of shares (100,757 units at $53.42) as part of a pre-agreed trading plan, returned 100,757 units of Class C Common Stock to the company and was granted 100,757 shares (SEC Form 4)
- Chief Executive Officer Seidman Becker Caryn converted options into 151,787 shares, converted options into 76,192 shares, covered exercise/tax liability with 42,135 shares and converted options into 18,380,246 units of Class C Common Stock, increasing direct ownership by 6% to 630,890 units (SEC Form 4) to satisfy tax liability
- Director Alclear Investments, Llc converted options into 18,380,246 units of Class C Common Stock, converted options into 151,787 shares, converted options into 76,192 shares and covered exercise/tax liability with 42,135 shares, decreasing direct ownership by 99% to 151,787 units (SEC Form 4) to satisfy withholding obligation
- Director Hollister Kathryn A converted options into 530 shares, increasing direct ownership by 1% to 45,303 units (SEC Form 4)
- Chief Executive Officer Seidman Becker Caryn converted options into 801,943 shares and covered exercise/tax liability with 443,475 shares, increasing direct ownership by 150% to 596,833 units (SEC Form 4) (tax liability)